With 42 Years of Experience in Financial Services, Fraser Allport can help you with all your DROP and Retirement needs.
Understanding Your DROP Lump Sum Options
Your lump-sum DROP money is paid in one of three ways. Your choices are:
- As a lump-sum payment, with mandatory 20% withheld for Federal Income Taxes.
- As a tax-free 100% rollover to your own personal “Self-Directed IRA Rollover” investment account.
- As a combination: a partial lump-sum payment to you, with 20% withheld for Federal Income Taxes, and then the remainder rolled over non-taxable to your new Self-Directed IRA.
What is a “Self-Directed IRA”?
Do you know how to complete all of your DROP Exit paperwork, the process, and the deadlines? Fraser can help you complete your DROP Termination paperwork the right way. He can also help you establish your new Self-Directed IRA Rollover account correctly.
Your DROP Lump Sum can “roll over” non-taxable to your new IRA, and then we choose how to prudently invest this DROP Rollover money for you. Together, we can set up your new IRA to pay you a guaranteed lifetime monthly check.
Planning for Retirement Income
In your retirement, wise planning could get you three guaranteed lifetime monthly checks: your DROP, Social Security, and IRA checks. Wow – three lifetime checks!
You are in the DROP. Good for you. That’s a smart move. But do you fully understand your DROP? The DROP is a wise move, but it can get complicated. There are many DROP forms, choices, decisions, and deadlines. Do you understand all the details, rules, and regulations? Plus, your rights and responsibilities in the DROP System?
Why You Need to Get Involved
Your DROP requires your attention. Not a lot of your time, but a little of your time. It’s a good investment to spend some time with your DROP because it’s your money, and every day in the DROP counts. So get involved with your retirement money today. No one can care more about your money than you.
Making Informed Decisions
Learn more about your DROP because it’s your money. That makes common sense, right? Understanding your investments, pension, and retirement is crucial. Getting smart about your DROP is essential. Make a decision to start today because every day in the DROP matters for you.
Fraser Allport can make learning about your DROP fast, fun, easy, and free. Your DROP decisions today will be with you financially for the rest of your life, literally. Please accept Fraser’s invitation below for a complimentary 15-minute phone consultation to answer your DROP questions. It is never too early to plan for your retirement.
Secure Your Future
Consider integrating Daytona Beach FL Annuity Insurance into your retirement strategy to further secure your future. With Fraser’s expertise, you can make informed decisions and ensure a comprehensive retirement plan.
Fraser Allport: Your Trusted Guide to a Secure Retirement
For over 42 years, Fraser Allport has been a leading financial professional in Florida, specializing in retirement planning. He's committed to helping individuals in Daytona Beach, Port Orange, Space Coast, and Palm Coast navigate the complexities of retirement with confidence.
Why Choose Fraser Allport?
* Proven Expertise: As a Fiduciary, Investment Advisor, and Certified Estate Planner™, Fraser brings a wealth of knowledge and experience to the table.
* Independent and Objective: Fraser works for you, not a big company or bank, ensuring unbiased advice.
* Comprehensive Services: From DROP planning and 401(k) rollovers to IRA strategies and estate planning, Fraser offers a full spectrum of services.
* Local Focus: He understands the unique needs of Florida residents, including those in Daytona Beach, Port Orange, Space Coast, and Palm Coast.
Specializing in DROP Planning
Fraser is a recognized Florida DROP Specialist. He helps clients navigate the intricacies of the Deferred Retirement Option Plan (DROP), maximizing their retirement savings. This includes:
* Optimizing un-used DROP sick and vacation days
* Developing a customized action plan for your DROP
* Ensuring you make informed decisions about your retirement funds
Beyond DROP: A Holistic Approach
Fraser's services extend beyond DROP, offering a comprehensive approach to retirement planning:
* Retirement Planning: Tailoring your retirement plan to achieve your goals, whether it's a 401(k) rollover, an inherited IRA, or choosing the best Roth IRA.
* Tax Minimization: Developing strategies to minimize your tax burden in retirement.
* Estate Planning: Creating a plan to protect your assets and ensure a smooth transition for your loved ones.
* Home Health Care: Developing a personalized plan for your home health care needs.
* Annuities and IRAs: Exploring these options to secure your financial future.
Get Your Free Consultation
Don't wait to secure your retirement. Contact Fraser Allport today at 386.882.6256 for a complimentary consultation.
Learn More Online
Website:
DROP Articles:
https://fraserallport.com/florida-drop-library/
Estate Planning Services:
https://nicep.org/profile/fraser-allport-id-908
Biography and Credentials:
YouTube Channel:
https://www.youtube.com/channel/UCJIvncPq8Up5ptDiEUT3bJA
Social Media:
Twitter: https://twitter.com/fraserallport
LinkedIn: https://www.linkedin.com/in/fraserallport/
Prepare for Retirement ...
and prepare for Longevity.
Because of his Knowledge and Experience for 42 Years ...
Fraser Allport is ... " The Total Advisor™ "
